Ep Emerging Markets Fund Buy Hold or Sell Recommendation
| EPASX Fund | USD 9.63 0.14 1.43% |
Assuming the 90 days horizon and your above-average risk tolerance, our recommendation regarding Ep Emerging Markets is 'Hold'. Macroaxis provides Ep Emerging buy-hold-or-sell recommendation only in the context of selected investment horizon and investor attitude towards risk assumed by holding EPASX positions. The advice algorithm takes into account all of Ep Emerging's available fundamental, technical, and predictive indicators you will find on this site. Key drivers impacting Ep Emerging's buy or sell advice are summarized below:
Real Value 9.62 | Hype Value 9.63 | Market Value 9.63 | Naive Value 9.87 |
A buy or sell recommendation provided by Macroaxis is an automated directive regarding whether to purchase or sell Ep Emerging Markets given historical horizon and risk tolerance towards Ep Emerging. When Macroaxis issues a 'buy' or 'sell' recommendation for Ep Emerging Markets, the advice is generated through an automated system that utilizes algorithms and statistical models.
EPASX |
Execute Ep Emerging Buy or Sell Advice
The EPASX recommendation should be used to complement the buy-or-sell advice compiled from the current analysts' consensus on Ep Emerging Markets. Macroaxis does not own or have any residual interests in Ep Emerging Markets or other equities on which the buy-or-sell advice is provided. Please provide your input below to execute Ep Emerging's advice using the current market data and latest reported fundamentals.
Time Horizon
Risk Tolerance
 |  |
Hold
Market Performance | OK | Details | |
Volatility | Very steady | Details | |
Hype Condition | Stale | Details | |
Current Valuation | Fairly Valued | Details | |
Odds Of Distress | Low | Details | |
Economic Sensitivity | Barely shadows the market | Details | |
Analyst Consensus | Not Available | Details |
Ep Emerging Trading Alerts and Improvement Suggestions
| The fund generated three year return of -8.0% | |
| Ep Emerging Markets retains about 8.98% of its assets under management (AUM) in cash |
Ep Emerging Returns Distribution Density
The distribution of Ep Emerging's historical returns is an attempt to chart the uncertainty of Ep Emerging's future price movements. The chart of the probability distribution of Ep Emerging daily returns describes the distribution of returns around its average expected value. We use Ep Emerging Markets price's Value At Risk and its Upside Potential as a relative measure of the distribution. The graph of the distribution of Ep Emerging returns is essential to provide solid investment advice for Ep Emerging.
| Mean Return | 0.06 | Value At Risk | -0.95 | Potential Upside | 0.95 | Standard Deviation | 0.62 |
Return Density |
| Distribution |
Investment risk management requires an estimate of the probability of extreme price changes. Therefore, the correct representation of the distribution of Ep Emerging historical returns presented in an easy-to-digest graphical form helps investors and money managers understand the risk-reward trade-off of different investement strategies.
Ep Emerging Greeks
Most traded equities are subject to two types of risk - systematic (i.e., market) and unsystematic (i.e., nonmarket or company-specific) risk. Unsystematic risk is the risk that events specific to Ep Emerging or Euro Pacific Asset Management sector will adversely affect the stock's price. This type of risk can be diversified away by owning several different stocks in different industries whose stock prices have shown a small correlation to each other. On the other hand, systematic risk is the risk that Ep Emerging's price will be affected by overall mutual fund market movements and cannot be diversified away. So, no matter how many positions you have, you cannot eliminate market risk. However, you can measure a EPASX fund's historical response to market movements and buy it if you are comfortable with its volatility direction. Beta and standard deviation are two commonly used measures to help you make the right decision.
α | Alpha over NYSE Composite | 0.04 | |
β | Beta against NYSE Composite | 0.07 | |
σ | Overall volatility | 0.68 | |
Ir | Information ratio | 0 |
Ep Emerging Volatility Alert
Ep Emerging Markets exhibits relatively low volatility with skewness of -0.02 and kurtosis of 0.78. Understanding different market volatility trends often help investors to time the market. Properly using volatility indicators enable traders to measure Ep Emerging's mutual fund risk against market volatility during both bullish and bearish trends. The higher level of volatility that comes with bear markets can directly impact Ep Emerging's mutual fund price while adding stress to investors as they watch their shares' value plummet. This usually forces investors to rebalance their portfolios by buying different financial instruments as prices fall.Ep Emerging Fundamentals Vs Peers
Comparing Ep Emerging's fundamentals to the average values of its peers is one of the most widely used and accepted methods of equity analyses. It helps to analyze Ep Emerging's direct or indirect competition across all of the common fundamentals between Ep Emerging and the related equities. This way, we can detect undervalued stocks with similar characteristics as Ep Emerging or determine the mutual funds which would be an excellent addition to an existing portfolio. Peer analysis of Ep Emerging's fundamental indicators could also be used in its relative valuation, which is a method of valuing Ep Emerging by comparing valuation metrics with those of similar companies.
| Better Than Average | Worse Than Average | Compare Ep Emerging to competition |
| Fundamentals | Ep Emerging | Peer Average |
| Price To Earning | 21.68 X | 6.53 X |
| Price To Book | 3.63 X | 0.74 X |
| Price To Sales | 2.32 X | 0.61 X |
| Annual Yield | 0.01 % | 0.29 % |
| Year To Date Return | 0.73 % | 0.39 % |
| One Year Return | 3.63 % | 4.15 % |
| Three Year Return | (8.42) % | 3.60 % |
| Five Year Return | 2.28 % | 3.24 % |
| Net Asset | 88.29 M | 4.11 B |
| Cash Position Weight | 8.98 % | 10.61 % |
| Equity Positions Weight | 91.72 % | 63.90 % |
Ep Emerging Market Momentum
Traders often use several daily momentume indicators to supplement a more traditional technical analysis when analyzing securities such as EPASX . With many different options, investors must choose the best indicators for them and familiarize themselves with how they work. We suggest combining traditional momentum indicators with more near-term forms of technical analysis such as Accumulation Distribution or Daily Balance Of Power. With their quantitative nature, daily value technical indicators can also be incorporated into your automated trading systems.
| Daily Balance Of Power | (9,223,372,036,855) | |||
| Rate Of Daily Change | 0.99 | |||
| Day Median Price | 9.63 | |||
| Day Typical Price | 9.63 | |||
| Price Action Indicator | (0.07) | |||
| Period Momentum Indicator | (0.14) |
About Ep Emerging Buy or Sell Advice
When is the right time to buy or sell Ep Emerging Markets? Buying financial instruments such as EPASX Mutual Fund isn't very hard. However, what challenging for most investors is doing it at the right time to beat the market. Proper market timing is something most people cannot do without sophisticated tools, which help to isolate the right opportunities. Macroaxis provides hands-on modules to deliver winning trades and diversify your portfolios on a daily basis. Most of our advising modules are very easy to use and apply.
Please read more on our stock advisor page.
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Check out Ep Emerging Analyst Recommendation to compare Macroaxis Buy or Sell Recommendation with the current analyst consensus. To check ratings for multiple equity instruments, please use the Instant Ratings tool. You can also try the Equity Forecasting module to use basic forecasting models to generate price predictions and determine price momentum.